See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,136 | $79,171-58.1% | $102,423-67.6% | $74,495-55.5% |
| Participation rate | 89.1% | 74.8%+14.3pp | 76.5%+12.6pp | 67.2%+21.9pp |
| Annual return | 14.77% | 54.93%-40.2pp | 29.32%-14.6pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $1,574 | $2,362-33.4% | $3,023-47.9% | $2,623-40.0% |
| Participant deferral / active EE | $4,632 | $4,415+4.9% | $5,053-8.3% | $4,346+6.6% |
| Admin fee / account holder | $598 | $2,001-70.1% | $9,451-93.7% | $1,942-69.2% |